| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 478,443 | 34,922,000 | 44.56% | ||
| 2 | Cetera Advisors LLC | 296,804 | 21,660,000 | 27.64% | ||
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | 94,865 | 6,924,000 | 8.84% | ||
| 4 | Cetera Advisor Networks LLC | 71,018 | 5,182,000 | 6.61% | ||
| 5 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 65,570 | 4,786,000 | 6.11% | ||
| 6 | VALLEY FORGE ASSET MANAGEMENT, LLC | 29,410 | 2,147,000 | 2.74% | ||
| 7 | SMITH HAYES Advisers, Inc | 18,058 | 1,318,000 | 1.68% | ||
| 8 | Narwhal Capital Management | 7,816 | 570,000 | 0.73% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 5,070 | 370,000 | 0.47% | ||
| 10 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,198 | 234,000 | 0.30% | ||
| 11 | CrestPoint Capital Management, LLC | 3,125 | 228,000 | 0.29% | ||
| 12 | QCI ASSET MANAGEMENT INC/NY | 275 | 20,000 | 0.03% | ||
| 13 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 113 | 8,000 | 0.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
